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- Tasks: Support financial planners with admin tasks and client communications.
- Company: Join a dynamic team in the financial services sector, dedicated to growth and learning.
- Benefits: Enjoy flexible working options, paid study leave, and support for professional qualifications.
- Why this job: Kickstart your career in finance with full training and a collaborative culture.
- Qualifications: GCSEs required; A-Levels preferred; strong attention to detail and communication skills needed.
- Other info: Ideal for those seeking a long-term career in financial services.
The predicted salary is between 28800 - 43200 £ per year.
Role Overview:
We are seeking an entry-level Junior Administrator position designed for someone looking to start their career in financial services. As a Junior Administrator, you will provide essential administrative support to the financial planning team, ensuring smooth and efficient day-to-day operations. This is a great opportunity to learn about the financial advice process and build a career path in financial planning.
Key Responsibilities:
- Provide administrative support to financial planners and paraplanners
- Process new business applications and ensure accurate data entry
- Maintain and update client records in our back-office system
- Prepare documentation for client meetings
- Liaise with product providers to obtain policy information and updates
- Assist in managing client communications (emails, letters, appointment confirmations)
- Scan, file, and organise documents securely and accurately
- Learn and apply FCA and internal compliance standards
Skills and Qualifications:
Essential:
- Strong attention to detail and organisational skills
- Good communication skills, both written and verbal
- Proficient in Microsoft Office (Excel, Word, Outlook)
- Positive attitude and willingness to learn
- Minimum of GCSEs or equivalent; A-Levels or equivalent preferred
Desirable:
- Interest in a long-term career in financial services
- Previous office, customer service, or admin experience
- Familiarity with CRM or financial planning software (training will be provided)
Personal Attributes:
- Friendly, professional, and team-oriented
- Reliable and punctual
- Able to follow processes accurately and ask questions when unsure
- Discreet and respectful with confidential information
- Self-motivated and proactive in completing tasks
What We Offer:
- Full training and ongoing support
- Opportunity to progress into paraplanning or advisory roles
- Support for professional qualifications (e.g. CII or LIBF)
- A collaborative and supportive team culture
- Flexible working options and paid study leave
- Competitive salary with regular reviews
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Junior Financial Planning Administrator employer: Talent Smart
Contact Detail:
Talent Smart Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning process and the role of a Junior Administrator. Understanding the basics will help you engage in conversations during interviews and show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your Microsoft Office skills, especially Excel and Word. Being proficient in these tools is essential for the role, and demonstrating your capability can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions about the company culture and growth opportunities during your interview. This shows that you're not only interested in the position but also in how you can grow within StudySmarter.
We think you need these skills to ace Junior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Junior Financial Planning Administrator role. Emphasise your attention to detail, organisational skills, and any experience with Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for starting a career in financial services. Mention your willingness to learn and how your personal attributes make you a great fit for the team.
Highlight Relevant Qualifications: In your application, clearly state your educational background, especially if you have GCSEs or A-Levels. If you have any additional qualifications or training related to finance, be sure to include those as well.
Showcase Communication Skills: Since good communication is essential for this role, provide examples in your application of how you've effectively communicated in previous roles or experiences, whether in writing or verbally.
How to prepare for a job interview at Talent Smart
✨Show Your Attention to Detail
As a Junior Financial Planning Administrator, attention to detail is crucial. During the interview, highlight any experiences where you demonstrated this skill, whether in previous jobs or academic projects. Be prepared to discuss how you ensure accuracy in your work.
✨Demonstrate Your Communication Skills
Good communication is key in this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex ideas simply, so think of examples where you've successfully communicated with others, especially in a team setting.
✨Express Your Willingness to Learn
This position is designed for someone starting their career, so show enthusiasm for learning. Discuss your interest in financial services and any steps you've taken to educate yourself about the industry, such as relevant courses or reading materials.
✨Prepare for Compliance Questions
Understanding compliance is essential in financial services. Familiarise yourself with basic FCA regulations and be ready to discuss why compliance matters. This shows that you take the role seriously and are aware of the industry's standards.
